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crm

Official

Research people and companies, link in CRM.

Marketing & Sales#automation#research#database#crm#linking#contacts
Authorleto-labs
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Researching people and companies and adding them to a CRM with smart linking and relationship context.

Core Features & Use Cases

  • Entity detection and duplicate checks for person and company records
  • Smart linking to connect people to companies and build relationship context
  • Create or update CRM entries with sources, research dates, and preserved notes
  • Support for discovering related entities (people at a company or companies for a person) to enrich the CRM

Quick Start

Run the CRM skill with /crm and provide a person name, company name, or domain to start researching.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm
Download link: https://github.com/leto-labs/jarvis-template/archive/main.zip#crm

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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